Firm Description Chris Bulman, Inc. dba Bulman Wealth Group (“Bulman Wealth Group”) was founded in 2018 and became registered as an investment advisor in 2021. Christopher and Sarah Bulman Family Trust is 100% owner. Under CCR Section 260.238(k), Bulman Wealth Group, its representatives or any of its employees will disclose to Clients all material con�licts of interest. Types of Advisory Services ASSET MANAGEMENT Bulman Wealth Group offers discretionary asset management services to advisory Clients. Bulman Wealth Group will offer Clients ongoing asset management services through determining individual investment goals, time horizons, objectives, and risk tolerance. Investment strategies, investment selection, asset allocation, portfolio monitoring and the overall investment program will be based on the above factors. The Client will authorize Bulman Wealth Group discretionary authority to execute selected investment program transactions as stated within the Investment Advisory Agreement. When deemed appropriate for the Client, Bulman Wealth Group may hire Sub-Advisors to manage all or a portion of the assets in the Client account. Bulman Wealth Group has full discretion to hire and �ire Sub-Advisors as they deem suitable. Sub-Advisors will maintain the models or investment strategies agreed upon between Sub-Advisor and Bulman Wealth Group. Sub-Advisors execute trades on behalf of Bulman Wealth Group in Client accounts. Bulman Wealth Group will be responsible for the overall direct relationship with the Client. Bulman Wealth Group retains the authority to terminate the Sub-Advisor relationship at Bulman Wealth Group’s discretion. Prior to introducing Pennsylvania clients to another investment advisor (“IA”), Bulman Wealth Group will be responsible for determining whether the investment advisory �irm is properly licensed, notice �iled, or exempt from registration with the Pennsylvania Department of Banking and Securities. As part of the recommendations provided, the Client may have a �inancial plan completed. The �inancial planning service is included as part of the assets under management fee disclosed in Item 5 of this brochure. This may include but is not limited to a thorough review of all applicable topics such as Wills, Estate Plans and Trusts, Investments, Taxes, Quali�ied Plans, Insurance, Retirement Income, Social Security, and College Planning. If a con�lict of interest exists between the interests of Bulman Wealth Group and the interests of the Client, the Client is under no obligation to act upon Bulman Wealth Group’s recommendation. If the Client elects to act on any of the recommendations, the Client is under no obligation to effect the transaction through Bulman Wealth Group. This service will be provided at no additional cost to the Client. Under CCR Section 260.235.2, it requires that the con�lict of interest, which exists between the interests of the investment advisor and the interests of the client when offering �inancial planning services, be disclosed. If Client has not received a copy of the �irm’s

disclosure brochure at least 48 hours prior to signing an agreement, the client has �ive business days in which to cancel the agreement, without penalty. We use model portfolios that have investment minimums, which may affect your investment allocation or cause adjustments to your investment. THIRD PARTY MANAGERS When deemed appropriate for the Client, Bulman Wealth Group may recommend that Clients utilize the services of a Third Party Manager (“TPM”) to manage a portion of, or your entire portfolio. All TPMs that Bulman Wealth Group recommends must either be registered as investment advisers with the Securities and Exchange Commission or with the appropriate state authority(ies). After gathering information about your �inancial situation and objectives, an investment advisor representative of our �irm will make recommendations regarding the suitability of a TPM or investment style based on, but not limited to, your �inancial needs, investment goals, tolerance for risk, and investment objectives. Upon selection of a TPM, Bulman Wealth Group will monitor the performance of the TPM to ensure their performance and investment style remains aligned with your investment goals and objectives. In such circumstances, Bulman Wealth Group receives referral fees from the TPM. We act as the liaison between the Client and the TPM in return for an ongoing portion of the advisory fees charged by the TPM. We help the Client complete the necessary paperwork of the TPM, and provide ongoing services to the Client. Ongoing services include but are not limited to: 1. Meet with the Client to discuss any changes in status, objectives, time horizon or suitability; 2. Update the TPM with any changes in Client status which is provided to Bulman Wealth Group by the Client; 3. Review the statements provided by the TPM; and 4. Deliver the Form ADV Part 2, Privacy Notice and Solicitors Disclosure Statement of the TPM to the Client.
Clients placed with TPM will be billed in accordance with the TPM’s Fee Schedule which will be disclosed to the Client prior to signing an agreement. This is detailed in Item 10 of this brochure. ESTATE PLANNING Bulman Wealth Group offers Estate Planning services for Clients to assist with general information as it applies to reviews of existing plans, gathering information needed to provide outside �irms for the creation of documents, and updating existing plans for Clients. Client Tailored Services and Client Imposed Restrictions The goals and objectives for each Client are documented in our Client �iles. Investment strategies are created that re�lect the stated goals and objectives. Clients may impose restrictions on investing in certain securities or types of securities. Agreements may not be assigned without written Client consent. Wrap Fee Programs Bulman Wealth Group does not sponsor any wrap fee programs. Client Assets under Management As of December 31, 2023 , Bulman Wealth Group had approximately $148,221,450 client assets under management on a discretionary basis.